AWG

Altus Wealth Group Portfolio holdings

AUM $226M
1-Year Est. Return 14.86%
This Quarter Est. Return
1 Year Est. Return
+14.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$121M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$2.15M
3
+$2.07M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.67M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$627K

Top Sells

1
+$240K
2
+$202K
3
+$150K
4
TSLA icon
Tesla
TSLA
+$61.3K
5
AEP icon
American Electric Power
AEP
+$54.3K

Sector Composition

1 Technology 9.76%
2 Industrials 7.23%
3 Financials 4.62%
4 Consumer Discretionary 4.14%
5 Communication Services 3.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$376K 0.31%
3,592
-115
77
$373K 0.31%
743
78
$370K 0.31%
7,032
-767
79
$367K 0.3%
3,271
+502
80
$347K 0.29%
2,964
-9
81
$331K 0.27%
6,170
+15
82
$321K 0.26%
1,553
+1
83
$320K 0.26%
17,212
-213
84
$318K 0.26%
1,688
+320
85
$302K 0.25%
1,499
+75
86
$301K 0.25%
13,280
+1,400
87
$297K 0.25%
+1,164
88
$291K 0.24%
22,240
89
$290K 0.24%
611
+45
90
$288K 0.24%
34,350
+3,031
91
$279K 0.23%
1,603
+50
92
$278K 0.23%
5,766
-3
93
$277K 0.23%
5,891
-168
94
$277K 0.23%
32,530
95
$253K 0.21%
944
+1
96
$250K 0.21%
1,080
97
$246K 0.2%
16,500
98
$244K 0.2%
16,077
+155
99
$241K 0.2%
684
-174
100
$240K 0.2%
8,886
+7
1 2 3
4
5